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Genkō Prior Auth
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Using Prior Auth

Reviewing, editing and locking

The path from a fresh draft to a sendable packet has three moves: review and edit, mark it ready for review, then lock it. The What's next panel shows where you are.

Editing sections

Each section has an Edit button. Change the text and save the section. Saving is explicit, and a failed save keeps what you typed.

  • Summary and Medical necessity can't be left empty.
  • Each field has a limit of 8,000 characters.
  • The patient's real name and member ID appear in the letter. They were put back after drafting.

Mark ready for review

Mark ready for review signals that the draft is complete. The request moves to Ready for review. If someone finds a problem, Return to draft moves it back. The button is disabled until a packet exists.

Lock the packet

  1. Choose Lock packet and confirm.
  2. The packet is frozen exactly as it is. It can't be unlocked or edited, and the request's context is frozen too.
  3. The request becomes Ready to submit, and the packet shows who locked it and when.

Any team member can lock a packet, so agree who does the final check in your practice.

Withdrawing

Withdraw request ends a request you no longer want to pursue, at any point before a decision. A withdrawn request stays in your records, read-only. Next: export the PDF.